Calendly Actions
Calendly actions let you integrate your Calendly scheduling into post-call workflows. Check availability, generate booking links, and cancel events — all automatically triggered after a call.
Prerequisites
Before using Calendly actions, connect your Calendly account:
- Go to Integrations in the sidebar
- Find Calendly and click Connect
- Enter your Calendly API token
You can generate a personal access token from your Calendly account under Integrations & Apps > API & Webhooks.
Available Actions
check_availability
Checks your Calendly availability for upcoming time slots.
| Config Field | Required | Description |
|---|---|---|
| Event type | Yes | Select which Calendly event type to check availability for |
This action queries Calendly for available slots on the selected event type. It is useful as a precursor to sharing a booking link — you can verify availability exists before sending the link to the caller.
create_booking_link
Generates a Calendly scheduling link for the contact.
| Config Field | Required | Description |
|---|---|---|
| Event type | Yes | Which Calendly event type the link should be for |
The generated link can be included in follow-up emails or SMS messages using subsequent actions in the same workflow. The link directs the contact to your Calendly page for the selected event type.
Pair this with an Email or SMS action to automatically send the booking link to the caller after a qualifying call. For example: “Thanks for your call! Book your consultation here: [link]“
cancel_event
Cancels an upcoming Calendly event for the contact.
| Config Field | Description |
|---|---|
| (none) | Cancels the most recent upcoming Calendly event matching the contact |
The event is cancelled in Calendly and the invitee receives a cancellation notification.
Event Type Selection
Calendly event types define the meetings you offer (e.g., “30-Minute Consultation”, “Product Demo”, “Onboarding Call”). When configuring a Calendly action, you select from the event types available in your Calendly account.
To manage your event types, go to your Calendly dashboard at calendly.com .
Example Workflow
A post-call booking flow:
- Condition:
sentimentequalspositiveANDcall_statusequalscompleted - upsert_contact (CRM) — Ensure the contact exists
- create_booking_link — Generate a scheduling link for “30-Min Consultation”
- Email — Send the booking link to
\{\{phone_number\}\}with subject “Book Your Consultation” - Slack — Notify the team that a booking link was sent
Calendly vs. Google Calendar
Both integrations handle appointment scheduling, but they serve different purposes:
| Feature | Calendly | Google Calendar |
|---|---|---|
| Self-scheduling | Yes — contacts book their own slot via a link | No — events are booked directly on the calendar |
| Availability page | Built-in public scheduling page | No public page |
| Direct booking | No — requires the contact to pick a time | Yes — creates the event immediately |
| Best for | Letting contacts choose their preferred time | Booking appointments immediately after a call |
Use Calendly when you want the contact to pick their own time. Use Google Calendar when you want to book a specific time immediately.